Paying after application approval.

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    MikeinCalgary
    Asked on October 17, 2016 at 11:05 PM

    HI - I would like to have a purchase order that is submitted for approval. They would choose from several products. Once the order is approved, the purchaser is sent a link to finish the form by entering the payment information. Is there a way to do this?

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    Chriistian
    Answered on October 18, 2016 at 02:26 AM

    Are you referring to the approval with this form: https://form.jotform.com/62910794927972?

    That form is using paypal integration. Unfortunately, it is not possible to submit a paypal form without getting redirected to the paypal page to complete the payment. Once a user selects a product, they will be directed to the paypal page when they hit Submit.

    A possible workaround to this would be replace the Paypal integration with a Purchase Order integration. By using purchase order, the user can submit the form without making any payment yet.

    Then create a new form for the actual Paypal integration. This is where we will direct the user once their application is approved.

    Now add a hidden "approved" field in your main form. Since this field is hidden, your user will not see it on the form. You can set the hidden Approved field to Yes or No by editing the submission from your submissions page. Here's how: How to Edit Submissions Made on Your Forms

    Add a condition so that if the Approved field is equal to Yes, then an autoresponder will be sent to the user. Please follow this guide on How to Send Email Based on User's Answer

     

    The autoresponder based on the condition will contain the link to the new form that you just created. 

    You're all set. Please follow this link to check out my demo form: https://form.jotform.com/62910794927972

    For demo purposes, I have set the Approved field to be Yes by default.

    You can also clone it to your account: How to Clone an Existing Form from a URL

    If you need further assistance, please let us know.
    Regards. 

  • Profile Image
    MikeinCalgary
    Answered on October 18, 2016 at 08:47 AM

    Very nice. Thanks for the amazing answer!

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    Chriistian
    Answered on October 18, 2016 at 09:54 AM

    Hi,

    You are very welcome. If you need further assistance, please don't hesitate to contact us for help.

    Regards.